William O Webster Jr.

Current Employers

Cfo Capital Management, Llc

1305 Post Rd Ste. 202, Fairfield, CT 06824 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2017-01-25

CT RA
APPROVED

Since 2017-01-25

Branch Locations

Old Saybrook, CT • United States

1305 Post Rd Ste. 202, Fairfield, CT 06824 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Westport Resources Investment Services	Westport	CT	06/2010	12/2017
Westport Resources Management	Westport	CT	06/2010	12/2016
United Planners Financial Services Of America	Scottsdale	AZ	12/2017	02/2021
William O Webster Independent Insurance	Old Saybrook	CT	07/1979	Present
Family And Children's Agency	Norwalk	CT	01/1985	Present
Webster Family Foundation	Old Saybrook	CT	02/2002	Present
Cruice Investment Advisors, Ltd.	Old Saybrook	CT	01/2018	Present

06/2010 → 12/2017

Westport Resources Investment Services

Westport, CT
06/2010 → 12/2016

Westport Resources Management

Westport, CT
12/2017 → 02/2021

United Planners Financial Services Of America

Scottsdale, AZ
07/1979 → Present

William O Webster Independent Insurance

Old Saybrook, CT
01/1985 → Present

Family And Children's Agency

Norwalk, CT
02/2002 → Present

Webster Family Foundation

Old Saybrook, CT
01/2018 → Present

Cruice Investment Advisors, Ltd.

Old Saybrook, CT

Previous Registrations

2010-06-04 → 2016-12-24

Westport Resources Management Inc

Westport, CT
2009-06-01 → 2010-06-22

Morgan Stanley

Westport, CT
2008-04-18 → 2009-06-01

Morgan Stanley & Co. Llc

Westport, CT

New York, NY
1986-09-10 → 2008-04-28

Ubs Financial Services Inc.

Westport, CT

Westport, CT

Other Businesses

1.) WEBSTER FAMILY FOUNDATION - OWNER & TRUSTEE - PERSONAL FOUNDATION - OLD SAYBROOK, CT - SINCE 02/2002 - INVESTMENT RELATED. 2.) WILLIAM O WEBSTER INDEPENDENT INSURANCE - LICENSED AGENT - NON-VARIABLE INSURANCE - OLD SAYBROOK, CT - SINCE 07/1979 - INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1991-11-04
S63	Uniform Securities Agent State Law Examination	1982-08-19

S65 Uniform Investment Adviser Law Examination

1991-11-04
S63 Uniform Securities Agent State Law Examination

1982-08-19

Designations

Other Names

William Ogram Webster

View on SEC IAPD